Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 11 security holdings in their (2024 Q1) SEC 13F filing(s) with portfolio value of $878,556,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Mar 2024, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (15.27%), (TDG) TRANSDIGM GROUP INC (14.39%), (GOOG) ALPHABET INC-CL C (13.49%), (AMZN) AMAZONCOM INC (11.13%) and (MSFT) MICROSOFT CORP (10.95%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $878M+
Period: 2024 Q1
Number of stock: 11
Update: 14 May 2024
GOOG
13.49%
778,300
$152.26
16.31% $177.09
$118,504,000
+8.59% (+61,600)
+1.07%
AMZN
11.13%
541,901
$180.38
0.87% $181.95
$97,748,000
CP
4.42%
440,844
$88.17
11.60% $77.94
$38,869,000
CHTR
15.27%
461,645
$290.63
2.44% $283.55
$134,168,000
+15.98% (+63,600)
+2.10%
LRCX
5.81%
52,530
$971.58
12.19% $1,090.00
$51,037,000
-15.36% (-9,530)
-1.05%
MSFT
10.95%
228,654
$420.72
6.04% $446.13
$96,199,000
MCO
7.82%
174,753
$393.03
5.75% $415.64
$68,683,000
TDG
14.39%
102,682
$1,231.60
7.50% $1,323.99
$126,463,000
-14.42% (-17,300)
-2.43%
UNP
2.09%
74,500
$245.93
9.47% $222.64
$18,322,000
buy
+2.09%
VRSN
5.03%
233,415
$189.51
6.03% $178.08
$44,234,000
V
9.60%
302,167
$279.08
2.33% $272.58
$84,329,000
-17.58% (-64,470)
-2.05%
11 of 11

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.